Services

Your doctor probably tells you it’s important to have a check-up once a year.  That’s good advice.  It’s also important to review your insurance and retirement assets once a year.  You could miss out on important opportunities if you don’t.

There may have been changes in your life, perhaps in your income, job, or number of family members.  Maybe you’ve bought a new home.  Each of these changes impacts your overall financial situation.  We need to make sure your insurance coverage has kept pace with any new life changes and a pulse on your retirement progress is monitored.

When you periodically review your insurance and retirement plans, you keep your dreams for your family’s future alive.  You also help to eliminate the risk of being under-insured or forgotten, and you discover what’s available from New York Life Insurance Company and its subsidiaries to help you achieve financial success.  You can also learn how you might benefit from our New York Life insurance products and you might even lower your premiums.

As your Financial Services Professional, I would like to offer help to keep your insurance and retirement assets up to date.

Neither New York Life Insurance Company, nor its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

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